Acumin Documentation

Team - How to rename a team role at the client and/or matter level

Authorized user can modify/rename a team role at the client and/or matter level by accessing the

  • Environment menu - Standard Classifications - Member Team Roles

  • In the Member Team Roles form, by highlighting the role to be modify and select the Properties option in the contextual menu;

  • In the Member Team Role form, complete all fields with the proper information and press the OK button to save and exit;

  • Back in the Member Team Roles form, the new role name should be visible;

  • The new team role name should now be visible in the Roles & the Assigned List section of the Other Details tab in the client or matter properties.


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